Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package
The Ultimate Employee Handbook
INSTANT DOWNLOAD: “Recession-Proof Your Practice—Best Practices to Survive Tough Times”
INSTANT DOWNLOAD: “How to Set Your Fees”
INSTANT DOWNLOAD: “The Top 10 Year-End Practice-Building & Marketing Ideas of 2020” by Kristina Schneider
COVID-19 Forms Package
Properly Merge, Acquire & Sell a Practice Package
VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates
VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff
VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!
Client Termination Letter Template
Follow-Up Letter to No Sale Prospects & Clients
Personal Consultation with Attorney Philip Kavesh
The Ultimate Practice-Building Library
Ultimate Estate Planning Client Meeting Forms Bundle Package
Living Trust Forms Bundle Package
Estate Planning Forms Bundle Package
Estate Administration Forms Bundle Package
Estate Planning Client Questionnaires
IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
Step-By-Step Guide to The Client Referral Process
Living Trust: Full Color Flow Charts
Living Trust: Trust Identification Card
Living Trust: Drafting Notes Summary Page
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages
Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form
Trust Protector Exercise of Power to Limit Potential Beneficiaries
Living Trust: Owner’s Manual Inserts & Coverpages
Living Trust: Client Intake Form for Drafting Plan
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Trustee Duties Upon Trust Funding Acknowledgement
Co-Trustee Potential Conflict of Interest Disclosure & Consent
Acknowledgement of Information Given for Trustee Notification
Estate & Trust Administration Disclosure Form
Acknowledgement of Information Given for Portability
Estate Administration Client Agreement to Presence of Others at Meeting
Estate Administration Acknowledgement of Information Given
Estate Administration Fee Agreement
Divorce Checklist for Estate Planning Clients
Checklist for Reviewing Another Attorney’s Trust
Estate Planning Acknowledgement of Information Given
Estate Planning Engagement Letter
Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Estate Planning Client Agreement to the Presence of Others at Meeting
Estate Planning Questionnaire (Client with Trust/Existing Client)
Estate Planning Questionnaire (New Client)